Mariner Wealth Advisors (NYC)’s iShares Select Dividend ETF DVY Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$541K	Buy	+6,942	New	+$549K	0.26%	27

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s DVY Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares Select Dividend ETF (DVY) in Q1 2015: 6,942 shares worth $541K. The stake represents 0.26% of the portfolio and ranks #27 among its holdings.

578 funds tracked by Wall St. Rank hold DVY as of Q1 2015.

Mariner Wealth Advisors (NYC) held 6,942 shares of iShares Select Dividend ETF worth $541K as of Q1 2015.
iShares Select Dividend ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Select Dividend ETF made up 0.26% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #27 holding.
578 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.